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This page contains a listing of past NEOTMA events. It is provided to help in renewing your CTP certification. If you have any questions pertaining to these events, please email the program chairperson.
Date/Credits Title Speaker
01/18/12 - 1 Recessions, Rates & Recovery Michael McKeown, Aurum Wealth Mgmt. Group
11/16/11 - 1 The Economy and Financial Markets John Augustine, Fifth Third Bank
10/19/11 - 1 The Commodity Market Over The Past 10 Years Dan Nowicki, The J.M. Smucker Company
09/12/11 - 7.5 30th Annual Idea Exchange Various
06/13/11 - 1 Data Fraud & Data Security Sara DePaul, Federal Trade Commission
05/18/11 - 1 Electronic Bank Account Management (eBAM) Jerry Cox, IdenTrust Inc.
04/20/11 - 1 The Transformation of the American Payments Landscape Dan Littman, Fed Reserve Bank of Cleve
03/16/11 - 1 2011 Economic Update and The Challenges of Big Deficits Dr. Ken Mayland, ClearView Economics
02/16/11 - 1 Fiduciary Responsibility of Benefit Plans Mike Swallow, CBIZ
01/19/11 - 1 The Emerging World of Alternative Payments Mike Keresman, CardinalCommerce
11/17/10 - 1 Protecting Your Organization For Fraud Tim Mayles, Barnes Wendling
10/20/10 - 1 Merchant Services - What Is It? Kelli Coulombe, First Data
09/13/10 - 7.2 29th Annual NEOTMA Idea Exchange Various
06/14/10 - 1 Surviving a Cash Crunch: 10 Tips for Improving Working Capital Mgmt Mark Webster, Treasury Alliance
05/19/10 - 1 GAAP Standards on Derivative & Fair Value Measurement Tim Schott, Deloitte and Touche
04/21/10 - 1 ACH Rules Update Jen Kirk, EPCOR
03/17/10 - 1 Armored Services - Today and Beyond Aaron Campbell, Dunbar
02/17/10 - 1 A Review of 2009 And Outlook for 2010 Credit & Capital Markets Winifred Pinet, Sycamore Assoc
01/20/10 - 1 Exchange Traded Funds (EFT's) - The Next Revolution in 401(k)'s Michael McClary, Valmark Advisors
11/18/09 - 1 E-Payable Trends: Past, Present & Future Dan Andrew, InfoAccess.net
10/21/09 - 1 The Armored Transportation Industry and the State of Cash Jack Rood & Chris LeJeune, Brinks
09/14/09 - 7 28th Annual NEOTMA Idea Exchange Various
06/15/09 - 1 The Coming Paradigm Shift Within the Payment Processing Industry Nick Picone, Huntington
05/20/09 - 1 Deterring Fraud in Tough Economic Times Chrissie Powers, Rea & Assoc.
04/15/09 - 1 ACH Industry Update Thacker & Kirk, Payments Central
03/18/09 - 1 Escheatment Chris Cudney & Kelly Kuna, CBIZ
02/18/09 - 1 Adoption of a SaaS Enterprise Treasury Management System Sujith Nair, Treasury Sciences
01/21/09 - 1 Financial Turmoil in the Economy (Cleveland Federal Reserve Tour) John Carlson, Clevelnd FRB
11/19/08 - 1 Account Analysis: Strategies for Containing Bank Fees Patrice Brooks, JPMorgan Chase
10/15/08 - 1 Least Cost Routing: Image Processing vs. Paper Based Processing Brian Guess, KeyBank
09/08/08 - 6 27th Annual NEOTMA Idea Exchange Various
06/20/08 - 1 Leveraging Emerging Payment Trends Mark Webster, Treasury Alliance
05/21/08 - 1 Federal Reserve Bank Of Cleveland - Tour of Operations None
04/16/08 - 1 Addressing Issues During the Returns Process of Checks Converted to ACH Ted Gerbik, KeyBank
03/19/08 - 1 Why Your Payroll Card Prgram Isn't Working Don Petrasek, NCB/PNC
02/20/08 - 1 Supply Chain Finance Tony Huckeby, Huntington Bank
01/16/08 - 1 Greater Cleveland Partnership Deb Janik
11/21/07 - 1 A Lighthearted Survey of Current Career Guidebooks Brett Bailey, US Bank
10/17/07 - 1 Manageing Interest Rate Risk in a Volatile Rate Environment Edwin Matrinez, NCB
09/17/07 - 6 26th Annual NEOTMA Idea Exchange Various
06/18/07 - 1 ?? ??
05/16/07 - 1 A Global Economic Summary Bernard Garra, LaSalle Bank
04/18/07 - 1 Check Truncation and Conversion from the Treasurer's Point of View Mark Webster, Treasury Alliance
03/21/07 - 1 Strategies for Investing Cash B. Pavio, M. Lozina, Allegiant
02/21/07 - 1 Using Stored Value Cards to Create Efficient & Cost Effective Pymt ??
01/17/07 - 1 Economic & Capital Markets Outlook John Caldwell, McDonald & Co.
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